+7,273.1%
NEE vs AON
+5,010.1%
+2,263.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.7% | +0.9% |
| 7D | +1.1% | -3.2% | +4.3% | +1.8% |
| 30D | -0.2% | -11.9% | +11.6% | +2.2% |
| 3M | +0.5% | -2.9% | +3.4% | +0.8% |
| 6M | -6.5% | -6.8% | +0.3% | -5.8% |
| YTD | +6.7% | -10.1% | +16.8% | +8.1% |
| 1Y | +23.6% | -14.2% | +37.8% | +26.4% |
| 3Y | +37.1% | -3.3% | +40.4% | +35.9% |
| 5Y | +10.9% | +13.6% | -2.7% | +6.0% |
| 10Y | +245.4% | +209.2% | +36.2% | +172.4% |
| All | +7,273.1% | +5,010.1% | +2,263.1% | +3,763.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AON wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling